Overview
Assets Under Management: $450 million
Headquarters: REDMOND, WA
High-Net-Worth Clients: 108
Average Client Assets: $3.5 million
Frequently Asked Questions
JOSLIN CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288285), JOSLIN CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
JOSLIN CAPITAL ADVISORS LLC is headquartered in REDMOND, WA.
JOSLIN CAPITAL ADVISORS LLC serves 108 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, JOSLIN CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
JOSLIN CAPITAL ADVISORS LLC manages $450 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, JOSLIN CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.80%
Average Client Assets: $3.5 million
Total Client Accounts: 600
Discretionary Accounts: 509
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 288285
Filing ID: 1851859
Last Filing Date: 2024-03-22 15:29:00